Sonic AI Automated Gold Strategy
Independent Research. Institutional Execution.
Prepared by
The Wealth Upgrade Capital
Confidential · August 2026 · Version 1.0 · Publication Ready
The Opportunity
This document outlines an independently verifiable automated XAU/USD investment strategy, executed through individually owned brokerage accounts, with transparent third-party performance reporting since November 2024.
An automated XAU/USD strategy, executed through individually owned brokerage accounts, with performance independently verifiable through a public track record since November 2024.
The strategy applies a systematic, rules-based approach to XAU/USD execution, removing discretionary decision-making from day-to-day trade execution while keeping account ownership and control with the investor.
Sourced from the public Myfxbook record. Past performance does not guarantee future results.
Investment Process (1/2)
An introductory conversation to review the strategy, structure and investor fit.
Prospective investors review the Investment Overview, Executive Summary and supporting due diligence resources before proceeding.
A brokerage account is opened directly with TAG Markets, in the investor's own name.
Standard identity verification is completed directly with TAG Markets as part of the account opening process.
Investment Process (2/2)
Once the account is opened, the investor funds it directly; capital is deposited into the investor's own account and is never transferred to or held by The Wealth Upgrade Capital.
The funded account is connected to the Sonic AI strategy through TAG Markets' copy trading infrastructure.
Eligible accounts may optionally activate the Amplified Allocation program directly through TAG Markets, subject to the broker's eligibility requirements.
Trading activity and performance can be independently reviewed at any time through the public Myfxbook record and MT5 View-Only access.
Independent Verification & Due Diligence Resources
Trade-level performance data, including gains and drawdown, is published continuously on a public Myfxbook record.
A real-time, read-only view of trading activity, provided during the due diligence process.
Client agreements, broker documentation, operational documentation and risk disclosures — including the Amplified Allocation program available to eligible accounts — are available during the due diligence process.
Official regulatory documentation is available for independent review during the due diligence process.
Questions arising during the review of this documentation can be directed to The Wealth Upgrade Capital for clarification.
Risk & Investment Considerations
The strategy operates exclusively within the XAU/USD market and is exposed to the price movements of that market.
Past performance does not guarantee future results. Historical figures reflect a track record since November 2024 and have not been independently audited.
Risk oversight operates within a defined governance framework, including drawdown monitoring and account-level isolation, as set out in the Investment Memorandum.
Each investor is responsible for independently assessing whether this opportunity is suitable for their individual financial circumstances, objectives and risk tolerance.
The strategy is intended to be evaluated over a long-term horizon rather than by reference to short-term performance fluctuations.
Execution Infrastructure
The criteria behind the selected execution infrastructure.
The strategy is executed through brokerage infrastructure that supports copy trading.
Each investor operates through an individually owned brokerage account rather than a pooled investment structure.
Performance can be independently monitored through the public Myfxbook record and MT5 View-Only access during due diligence.
Client agreements, broker documentation, operational documentation and risk disclosures are available during due diligence.
The infrastructure was selected because it supports the operational requirements of the strategy.
Investor Engagement
The preliminary engagement process prior to the formal Investment Process.
A confidential discussion to determine whether the opportunity is suitable for further evaluation.
Prospective investors are provided the Investment Overview, Executive Summary and related documentation for review ahead of any decision.
Any questions arising from the document review can be addressed directly with The Wealth Upgrade Capital before proceeding.
If the investor chooses to proceed, an individual brokerage account is opened directly with TAG Markets.
Once onboarded, investors retain independent access to performance monitoring and documentation throughout their relationship with the strategy.
Commercial terms, minimum investment requirements and applicable fees are provided upon request during the due diligence process.